LPL Financial Welcomes Northern Advisory Group
LPL Financial (NASDAQ: LPLA) has announced that Northern Advisory Group, a team of 10 financial advisors, has joined LPL's broker-dealer, RIA, and custodial platforms from Osaic. The group, led by partners Richard DiTaranto, Brian DiBrino, and Jeff Miller, manages approximately $300 million in advisory, brokerage and retirement plan assets.
Based in Fairfield, N.J., Northern Advisory Group specializes in providing holistic wealth management services with a focus on client education and customized financial planning. The team chose LPL Financial after a thorough due diligence process, citing enhanced service experiences, robust technology platform, and efficient client support as key factors in their decision.
LPL Financial currently supports nearly 29,000 financial advisors and approximately 1,200 financial institutions, with approximately $1.7 trillion in brokerage and advisory assets under management on behalf of about 6 million Americans.LPL Financial (NASDAQ: LPLA) ha annunciato che Northern Advisory Group, un team composto da 10 consulenti finanziari, si è unito alle piattaforme broker-dealer, RIA e di custodia di LPL provenendo da Osaic. Il gruppo, guidato dai partner Richard DiTaranto, Brian DiBrino e Jeff Miller, gestisce circa 300 milioni di dollari in asset di consulenza, intermediazione e piani pensionistici.
Con sede a Fairfield, New Jersey, Northern Advisory Group è specializzato nell'offrire servizi di gestione patrimoniale olistica, con un focus sull'educazione del cliente e sulla pianificazione finanziaria personalizzata. Il team ha scelto LPL Financial dopo un accurato processo di due diligence, evidenziando come fattori chiave per la decisione l’esperienza di servizio migliorata, una piattaforma tecnologica solida e un supporto clienti efficiente.
Attualmente LPL Financial supporta quasi 29.000 consulenti finanziari e circa 1.200 istituzioni finanziarie, gestendo approssimativamente 1,7 trilioni di dollari in asset di intermediazione e consulenza per conto di circa 6 milioni di americani.
LPL Financial (NASDAQ: LPLA) ha anunciado que Northern Advisory Group, un equipo de 10 asesores financieros, se ha unido a las plataformas broker-dealer, RIA y de custodia de LPL desde Osaic. El grupo, liderado por los socios Richard DiTaranto, Brian DiBrino y Jeff Miller, administra aproximadamente 300 millones de dólares en activos de asesoría, corretaje y planes de jubilación.
Con sede en Fairfield, Nueva Jersey, Northern Advisory Group se especializa en ofrecer servicios integrales de gestión patrimonial con un enfoque en la educación del cliente y la planificación financiera personalizada. El equipo eligió LPL Financial tras un exhaustivo proceso de diligencia debida, destacando como factores clave para su decisión la mejora en la experiencia de servicio, una plataforma tecnológica robusta y un soporte eficiente al cliente.
Actualmente, LPL Financial respalda a casi 29,000 asesores financieros y aproximadamente 1,200 instituciones financieras, con cerca de 1.7 billones de dólares en activos de corretaje y asesoría bajo gestión para aproximadamente 6 millones de estadounidenses.
LPL Financial (NASDAQ: LPLA)는 10명의 금융 자문가로 구성된 Northern Advisory Group이 Osaic에서 LPL의 브로커-딜러, RIA 및 커스터디 플랫폼에 합류했다고 발표했습니다. 이 그룹은 파트너인 Richard DiTaranto, Brian DiBrino, Jeff Miller가 이끌며 약 3억 달러 상당의 자문, 중개 및 퇴직 계획 자산을 관리하고 있습니다.
뉴저지주 페어필드에 본사를 둔 Northern Advisory Group은 고객 교육과 맞춤형 재무 계획에 중점을 둔 총체적 자산 관리 서비스를 전문으로 합니다. 이 팀은 철저한 실사 과정을 거쳐 LPL Financial을 선택했으며, 향상된 서비스 경험, 견고한 기술 플랫폼, 효율적인 고객 지원을 주요 결정 요인으로 꼽았습니다.
LPL Financial은 현재 약 29,000명의 금융 자문가와 약 1,200개의 금융 기관을 지원하며, 약 1.7조 달러 상당의 중개 및 자문 자산을 약 600만 미국인을 대신해 관리하고 있습니다.
LPL Financial (NASDAQ : LPLA) a annoncé que Northern Advisory Group, une équipe de 10 conseillers financiers, a rejoint les plateformes de courtage, RIA et de garde de LPL en provenance d'Osaic. Le groupe, dirigé par les partenaires Richard DiTaranto, Brian DiBrino et Jeff Miller, gère environ 300 millions de dollars d'actifs en conseil, courtage et plans de retraite.
Basé à Fairfield, dans le New Jersey, Northern Advisory Group se spécialise dans la gestion patrimoniale globale avec un accent sur l'éducation des clients et la planification financière personnalisée. L'équipe a choisi LPL Financial après un processus approfondi de diligence raisonnable, citant comme facteurs clés une expérience de service améliorée, une plateforme technologique robuste et un support client efficace.
LPL Financial soutient actuellement près de 29 000 conseillers financiers et environ 1 200 institutions financières, avec environ 1,7 billion de dollars d'actifs de courtage et de conseil sous gestion au nom d'environ 6 millions d'Américains.
LPL Financial (NASDAQ: LPLA) hat bekannt gegeben, dass sich Northern Advisory Group, ein Team von 10 Finanzberatern, den Broker-Dealer-, RIA- und Verwahrungsplattformen von LPL von Osaic angeschlossen hat. Die Gruppe, angeführt von den Partnern Richard DiTaranto, Brian DiBrino und Jeff Miller, verwaltet etwa 300 Millionen US-Dollar an Beratungs-, Brokerage- und Rentenplanvermögen.
Mit Sitz in Fairfield, New Jersey, spezialisiert sich Northern Advisory Group auf ganzheitliche Vermögensverwaltung mit Schwerpunkt auf Kundenbildung und maßgeschneiderter Finanzplanung. Das Team entschied sich nach einem gründlichen Due-Diligence-Prozess für LPL Financial und nannte verbesserte Serviceerfahrungen, eine robuste Technologieplattform und effizienten Kundensupport als Schlüsselfaktoren für ihre Entscheidung.
LPL Financial unterstützt derzeit fast 29.000 Finanzberater und etwa 1.200 Finanzinstitute mit rund 1,7 Billionen US-Dollar an Brokerage- und Beratungsvermögen, die im Auftrag von etwa 6 Millionen Amerikanern verwaltet werden.
- Addition of a 10-advisor team managing $300 million in assets strengthens LPL's market position
- Demonstrates LPL's continued ability to attract established advisory teams
- Expansion of LPL's presence in the New Jersey market
- None.
SAN DIEGO, May 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that 10 financial advisors with Northern Advisory Group have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately
Partners Richard DiTaranto, Brian DiBrino and Jeff Miller, who have a combined eight decades of wealth management experience, teamed up in 2004 to launch Northern Advisory Group. The ensemble practice is headquartered in Fairfield, N.J., and includes fellow financial advisors Anthony Fresella, Daniel Greenwood, Griffin Durand, Robert Kelley, Seamus Nelson, Jaret Mittenthal and Damien DiTaranto — Richard’s son. Together, the group takes a holistic approach to helping their clients work towards their fiscal goals.
“We really take the time to understand our clients’ fiscal goals — both in the short and long-term — by asking where they would like to be in 10-, 15-, 20-years,” DiBrino said. “Using that information, we put together a customized plan, get our clients’ buy-in and then work with them to make adjustments over the years to help them pursue their financial goals.”
“Client education is key because we want our clients to understand the process and take an active role in their financial futures,” DiTaranto said. “We want them to ask questions and take a vested interest in how their money is invested. After all, the best client is an educated client.”
Looking for enhanced service experiences and a more robust technology platform, the Northern Advisory team made the move to LPL after an in-depth due diligence process.
“It was the campus visit that sealed the deal for me,” DiBrino said. “We had only been there for about 15 minutes when I said, ‘This is the spot for us.’ I was impressed by several things during that visit, such as how it was made clear that we are the client and LPL is here to serve us. I also appreciated learning that
DiTaranto added, “With LPL’s technology platform, our clients are going to appreciate the single sign-on, and the service LPL provides is second to none. By moving to LPL, not only will we be better able to serve our clients today, but we can grow our business into something generational — allowing Northern Advisory Group to serve clients for years to come.”
Scott Posner, LPL Managing Director, Business Development, said, “We welcome the team at Northern Advisory Group and congratulate them on this milestone in the evolution of their practice. As a leading wealth management firm, LPL is committed to delivering innovative technology and comprehensive business solutions to help advisors differentiate their practices and increase value for their clients. We look forward to supporting Northern Advisory Group in this next chapter of their business.”
Related
Advisors, learn how LPL Financial can help take your business to the next level.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial. Northern Advisory Group and LPL Financial are separate entities.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
*Value approximated based on asset and holding details provided to LPL from end of year, 2024.
Media Contact:
Media.relations@LPLFinancial.com
Tracking #730850
FAQ
How much in assets did Northern Advisory Group bring to LPL Financial (LPLA)?
How many financial advisors joined LPL Financial from Northern Advisory Group?
What is LPL Financial's (LPLA) current total assets under management?
Why did Northern Advisory Group choose to join LPL Financial (LPLA)?
